Lakshmanan also said large caps are better positioned in terms of volatility and valuation at current market juncture.
Value factor tends to be overweight on government -owned and public-sector companies in Financial Services, Commodities, and Energy sectors. This has earned them good returns
Value factor tends to be overweight on PSUs and PSBs in India. PSUs and PSBs in Financial Services, Commodities, and Energy sectors have done exceedingly well over the last couple of years
Strong entry barriers and high technical capabilities provide sustainability and certainty to the business
With inflation, interest rates and global uncertainty making prediction a difficult business, investing is only getting tougher. This is what makes it a better approach to take a nuanced stance rather than take sides between growth and value. Blindly buying any one genre may not work well
Value stocks look primed to outperform growth stocks if the spread between valuations reverts to its historical mean
The writing on inflation tax is clearly on the wall. How to escape? The private equity industry is showing the way
Value stocks are rising fast and consistently enough to start classifying as momentum stocks as well
Astounding switch into unloved industries breaks records
In an interview with Moneycontrol, Alpha Invesco founder Chetan Phalke speaks in detail about his investment philosophy and his self-taught journey in investing.